Customized Themes (Beta Available to Selected users )
The Dynamic Customized Theme Module allows you to fully customize the look and feel of your DigifyCRM system for both Admin and Client sides. With pre-built themes and the ability to create custom themes, this module enhances the CRM’s user experience through visual personalization.
Key Features of the Dynamic Customized Theme Module:
1. Predefined Theme Templates:
o The module comes with multiple predefined themes that can be used right out of the box for both admin and client dashboards.
2. Admin and Client Theme Customization:
o Administrators can customize the themes for the whole system or allow individual staff members and clients to choose their preferred themes.
3. Custom Theme Creation:
o Admins have the ability to create custom theme templates by modifying existing themes or starting from scratch.
4. Background Images and CSS Customization:
o You can set background images for various sections like the admin and client login pages, menus, etc.
o Additionally, custom CSS can be added to fine-tune styles further.
5. Live Preview:
o You can view changes in real-time through the Live Preview feature before applying the theme.
6. Dark Mode and Additional Customization:
o Efficient Dark Theme Mode available.
o Customize various elements like alert colors, button styles, border colors, background colors, etc.
How to Set Up and Use the Dynamic Customized Theme Module
1. Accessing Theme Settings:
· After installation, navigate to Setup > Dynamic Theme Settings.
· From here, you can manage predefined themes, create new themes, or customize existing ones.
2. Using Predefined Themes:
· Choose from a list of predefined themes for both Admin and Client dashboards.
· To apply a predefined theme:
1. Select the theme from the list.
2. Click on the Set as Default button to apply the theme system-wide.
3. Creating a Custom Theme:
· To create a new theme:
1. Navigate to Setup > Dynamic Theme Settings > Create New Theme.
2. Choose a base theme template or start from scratch.
3. Customize various elements like:
§ Background Images: Set custom background images for login pages and dashboards.
§ Colors: Change colors for buttons, text, headers, alerts, etc.
§ Custom CSS: Add your own CSS to further refine the design.
4. Save the custom theme and set it as default for admin or clients, or allow individual users to choose from available themes.
4. Allowing Users to Choose Their Theme:
· Admins can decide if individual staff members or clients are allowed to select their preferred theme.
· To enable this:
1. Go to Setup > Dynamic Theme Settings.
2. In the settings, toggle the option to allow staff and clients to choose their theme from the list of available themes.
5. Live Preview of Theme Changes:
· As you customize a theme, you can see a Live Preview of the changes before finalizing them.
· This allows you to tweak the look and feel without immediately applying it to the whole system.
6. Customizing Login and Menu Backgrounds:
· You can customize the background images for both Admin and Client login screens:
o Go to the specific theme settings and upload the desired background image for the login or menu pages.
7. Dark Mode:
· The module comes with Dark Mode for users who prefer a darker theme.
· This mode is more efficient for nighttime work and can reduce eye strain.
8. Custom Style CSS:
· For advanced users, you can inject custom CSS directly into the theme settings to modify any aspect of the UI.
· This is useful for adding more complex design customizations that aren’t available through the normal theme settings.
9. Managing Themes for Different Users:
· You can assign different themes to individual staff members and clients.
· Alternatively, if you disable user-specific themes, the default theme selected by the admin will apply to everyone.
Advanced Features and Customizations:
1. Customize Alerts and Notifications:
o Admins can set custom colors for alert messages, making it easier for users to notice important notifications.
2. Border and Background Customization:
o Set borders for input fields, text areas, and tables.
o Define custom background colors for tables and other UI components.
3. Button and Text Styling:
o You can adjust the primary button color, text color, and dark mode text to match your branding.
4. Manage Theme Visibility:
o If certain themes are not relevant to your organization, you can hide them from the available theme list.